GoalVest Advisory’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20	Closed	-$404	–	410
2025 Q1	$404	Buy	+20	New	+$404	﹤0.01%	381
2022 Q2	–	Sell	-7	Closed	–	–	363
2022 Q1	$0	Buy	+7	New	–	﹤0.01%	400